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Kyle St Clair

Financial advisor at LPL Financial

Kyle St Clair is a fiduciary financial advisor in Fort Mill, South Carolina, registered since Apr 2026. Kyle has been with LPL Financial since 2026. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.

One of 568 advisors with offices in Fort Mill, and one of 549 fiduciaries.

Fort Mill, SC 29715Fiduciary advisor
Call the officeDirections

At a glance

ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office1055 LPL Way, Fort Mill, SC 29715
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Apr 2026 – now
    LPL Financial LLCCurrent firm

Questions to ask Kyle

Tailored to Kyle’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Kyle

How do I contact Kyle?

Call LPL Financial at (704) 733-3300 and ask for Kyle St Clair. Kyle works from the Fort Mill, SC office.

How long has Kyle been a financial advisor?

Kyle is new to the profession, registered since Apr 2026, and holds 1 license.

What licenses does Kyle hold?

Series 66. Tap any license on this page to see what it allows.

Is Kyle a fiduciary?

Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Kyle paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kyle for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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